David Westra is an institutional retirement plan services, nonprofit, and wealth management financial advisor based in Phoenix, AZ.
David joined our team in 2020 from MRA Associates. His primary focus is providing investment advisory and consulting services to corporations, nonprofits, foundations, and individuals.
Before joining CAPTRUST, David was a partner at MRA Associates, serving on the firm’s Investment Policy, Compliance, and Management Committees.
Prior to joining MRA Associates in 2006, David spent four years as the director of finance for Avnet, Inc., where he managed the global finance and reporting functions for Avnet Logistics. Prior to that position, David worked in various finance and management roles at eFunds, Deloitte, and Bankers Trust Company.
David resides in Phoenix with his wife and has three adult children.
Education
- Master of Business Administration degree from Columbia University
- Bachelor of Science degree in business administration from the University of Southern California
Industry Designations
- Accredited Investment Fiduciary®
- CERTIFIED FINANCIAL PLANNER®
- Certified Plan Fiduciary Advisor
Memberships
- Board member, Western Pension and Benefits Council
- Board member, Scottsdale Charros
- Board member, Charro Foundation
- Ambassador, Translational Genomics Research Institute (TGen)
Awards & Recognition
- NAPA Top DC Advisor Teams | 2020, 2021, and 2022 (CAPTRUST Phoenix)